Baldwin Wallace University — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Baldwin Wallace University (EIN 34-0714629) is a plan sponsor located in Berea, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0714629
Location
Berea, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$215,312,581
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$215,312,581

Contributions & income

Employer contributions
$2,661,415
Participant contributions
$3,701,830
Total income / additions
$33,146,238

Expenses & distributions

Benefits paid / distributions
$11,195,331
Total expenses
$11,305,921
Net increase / (decrease)
$21,840,317

Coverage

Total reported participants
2,075
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Baldwin Wallace University plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Baldwin Wallace University Defined Contribution And Tax Deferred Savings0021,433$215,312,5812023
Baldwin Wallace University Health And Welfare Benefit Plan501642not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Baldwin Wallace University
YearPlanParticipantsSchedulesFiling
2023Baldwin Wallace University Health And Welfare Benefit Plan64220240715085012NAL0000707203001
2023Baldwin Wallace University Defined Contribution And Tax Deferred Savings1,433H, C20241015111401NAL0029365297001

Related Form 5500 pages